See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,466 | $85,202-53.7% | $172,739-77.2% | $72,985-45.9% |
| Participation rate | 94.2% | 70.1%+24.2pp | 82.6%+11.6pp | 69.5%+24.7pp |
| Annual return | 22.89% | 27.32%-4.4pp | 802.84%-780.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,639 | $3,324-50.7% | $5,143-68.1% | $2,440-32.8% |
| Participant deferral / active EE | $2,399 | $3,260-26.4% | $5,198-53.8% | $3,607-33.5% |
| Admin fee / account holder | $556 | $5,884-90.5% | $13,954-96.0% | $5,124-89.1% |